When a client or a trust owns an S-corporation, practitioners and trustees must be mindful of the applicable rules and eligibility requirements set forth in 26 U.S.C. § 1361(b). With...

In a postdeath trust administration, trustees, and attorneys counseling trustees, must recognize the importance of when, or more importantly, when not to distribute trust property. The trustee’s proper timing of...

COVID-19 has been a major disruptor in many law firms' operations. In order to comply with local shelter-in-place orders and federal social distancing guidelines, law practices will need to establish...

The 2020 tax season is underway, but millions of Americans have yet to start preparing their tax returns. In 2018, it was estimated that over 14 million people waited until...

Estate Planning Awareness Week, October 21-27, 2019, is just around the corner. With a reported 60% of all adults not having an estate plan, now is the perfect time to...

While tv-inspiring, the traditional law office is not as iconic as it once was. Instead, the traditional law office is in danger of becoming increasingly uncompetitive, inefficient, and less productive...